See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,921 | $109,413+11.4% | $156,263-22.0% | $84,808+43.8% |
| Participation rate | 89.1% | 72.7%+16.4pp | 78.9%+10.2pp | 68.3%+20.8pp |
| Annual return | 13.74% | 20.18%-6.4pp | 59.47%-45.7pp | 40.90%-27.2pp |
| Employer contribution / active EE | $3,000 | $2,907+3.2% | $4,333-30.8% | $2,631+14.0% |
| Participant deferral / active EE | $4,611 | $4,590+0.5% | $6,158-25.1% | $4,212+9.5% |
| Admin fee / account holder | $4,328 | $9,357-53.7% | $14,255-69.6% | $7,344-41.1% |